Edward Jones - Southlake, TX
posted 4 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in the branch team, working closely with financial advisors to provide exceptional service to clients. This position is designed for individuals who are relationship builders, problem solvers, and critical thinkers. You will be the first point of contact for clients, both over the phone and in person, making it essential to develop a deep understanding of their needs and preferences. Your ability to anticipate client needs and identify potential issues before they arise will be crucial in helping clients achieve their financial goals. In this role, you will engage in various responsibilities that contribute to the overall success of the branch. You will deliver personalized service, ensuring that clients feel understood and informed about their financial options. Additionally, you will take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Your keen listening skills will allow you to recognize situations in clients' lives that may indicate a need for additional services, enabling you to provide proactive support. Moreover, you will be involved in driving marketing activities, including planning and executing events that promote the branch's services and enhance client engagement. Edward Jones is committed to fostering a culture of continuous improvement and professional development, where individual contributions are respected and valued. The company recognizes the importance of a supportive work environment, providing comprehensive training and a wide support network to ensure your success as a BOA.